2026 Energy Storage Outlook Policy and Scale Reshape C&I and Container
Executive Summary: The Dawning of a New Era The global energy storage industry stands at a pivotal threshold in 2026, marked by a powerful convergence of ambitious policy
Here's what they have on their radar: “We expect storage system costs to fall 10-20% in 2026 in the US and Europe,” BloombergNEF energy storage analyst Isshu Kikuma told Recharge. “Continued market growth in China should further competition and drive further cost reductions.”
In 2022, 194 electrochemical storage stations were put into operation, with a total stored energy of 7.9GWh. These accounted for 60.2% of the total energy stored by stations in operation, a year-on-year increase of 176% (Figure 4).
Based on CNESA's projections, the global installed capacity of electrochemical energy storage will reach 1138.9GWh by 2027, with a CAGR of 61% between 2021 and 2027, which is twice as high as that of the energy storage industry as a whole (Figure 3).
Impacts from major policy changes in the US and China last year will shape 2026. “We also expect US policies, particularly the OBBBA [One Big Beautiful Bill Act], to affect global supply chains for energy storage,” Kikuma said.
Executive Summary: The Dawning of a New Era The global energy storage industry stands at a pivotal threshold in 2026, marked by a powerful convergence of ambitious policy
With prices expected to fall further in 2026 despite tariffs and high raw material costs, Recharge spoke to analysts to understand what lies ahead for the energy storage sector.
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